Turtle Creek Wealth Advisors’s Shopify SHOP Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Buy	+2,186	New	+$249K	0.01%	405
2026 Q1	–	Sell	-5,234	Closed	-$843K	–	508
2025 Q4	$843K	Buy	+5,234	New	+$840K	0.07%	173
2024 Q1	–	Sell	-290	Closed	-$22.6K	–	707
2023 Q4	$22.6K	Buy	+290	New	+$18.5K	0.01%	393

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Turtle Creek Wealth Advisors's SHOP Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Shopify (SHOP) in Q2 2026: 2,186 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in SHOP as recently as Q4 2025.

Turtle Creek Wealth Advisors first reported a position in SHOP in Q4 2023 and has held it in 3 quarters since. The position peaked at $843K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Turtle Creek Wealth Advisors held 2,186 shares of Shopify worth $250K as of Q2 2026.
Shopify was a new Turtle Creek Wealth Advisors position in Q2 2026.
Shopify made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #405 holding.
Turtle Creek Wealth Advisors first reported a position in Shopify in Q4 2023 and has held it in 3 quarters since.
Turtle Creek Wealth Advisors's Shopify position peaked at $843K in Q4 2025.
1,716 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.